Sheaff Brock Investment Advisors’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $96.1K | Hold |
10,205
| – | – | 0.01% | 437 |
|
|
2024
Q4 | $91.7K | Hold |
10,205
| – | – | 0.01% | 434 |
|
|
2024
Q3 | $109K | Hold |
10,205
| – | – | 0.01% | 432 |
|
|
2024
Q2 | $123K | Hold |
10,205
| – | – | 0.01% | 421 |
|
|
2024
Q1 | $116K | Hold |
10,205
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $134K | Buy |
+10,205
| New | +$134K | 0.01% | 434 |
|
|
2022
Q2 | – | Sell |
-11,498
| Closed | -$160K | – | 510 |
|
|
2022
Q1 | $160K | Hold |
11,498
| – | – | 0.01% | 484 |
|
|
2021
Q4 | $183K | Hold |
11,498
| – | – | 0.01% | 490 |
|
|
2021
Q3 | $187K | Hold |
11,498
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $199K | Hold |
11,498
| – | – | 0.01% | 471 |
|
|
2021
Q1 | $165K | Hold |
11,498
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $152K | Buy |
11,498
+1,000
| +10% | +$13.2K | 0.01% | 440 |
|
|
2020
Q3 | $129K | Hold |
10,498
| – | – | 0.01% | 417 |
|
|
2020
Q2 | $114K | Hold |
10,498
| – | – | 0.01% | 410 |
|
|
2020
Q1 | $85K | Buy |
+10,498
| New | +$85K | 0.01% | 372 |
|